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iShares Russell 2000 Growth ETF

964 hedge funds and large institutions have $8.64B invested in iShares Russell 2000 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 285 increasing their positions, 303 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 35

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

7% more funds holding

Funds holding: 900964 (+64)

6% more capital invested

Capital invested by funds: $8.14B → $8.64B (+$502M)

0% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $49.9M

6% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 303

3.29% less ownership

Funds ownership: 75.71%72.42% (-3.3%)

Holders
964
Holders Change
+64
Holders Change %
+7.11%
% of All Funds
13.84%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.37%
New
107
Increased
285
Reduced
303
Closed
35
Calls
$49.9M
Puts
$49.9M
Net Calls
-$5K
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
851
Clarkston Capital Partners
Michigan
$54.7K
JHCP
852
Jackson Hole Capital Partners
Oklahoma
$54.5K
National Bank of Canada
853
National Bank of Canada
Quebec, Canada
$54K -$6.85K -25 -12%
SFA
854
Semmax Financial Advisors
North Carolina
$53.5K +$274 +1 +0.6%
HB
855
Horizon Bancorp
Indiana
$52K
MIA
856
Milestone Investment Advisors
Wisconsin
$49.8K
APC
857
Aspire Private Capital
North Carolina
$49.4K
SMA
858
Sage Mountain Advisors
Georgia
$48.8K
MFG
859
Mendota Financial Group
Wisconsin
$48.3K
SA
860
SRH Advisors
Kansas
$48K
PAI
861
Pittenger & Anderson Inc
Nebraska
$44K
GG
862
Gleason Group
Kentucky
$43.9K +$274 +1 +0.6%
TWC
863
TD Waterhouse Canada
Ontario, Canada
$43.3K
BONH
864
Bank of New Hampshire
New Hampshire
$42.6K
CSWG
865
Cardinal Strategic Wealth Guidance
Kentucky
$42.6K
VAMG
866
Voisard Asset Management Group
Michigan
$42.6K +$41.1K +150 New
WBC
867
West Branch Capital
Massachusetts
$42.2K +$274 +1 +0.7%
SR
868
Syntax Research
Florida
$41.5K
PCTC
869
Perkins Coie Trust Company
Washington
$39.8K
VF
870
VitalStone Financial
Texas
$39.8K
SFC
871
SYM Financial Corp
Indiana
$39.7K
RFS
872
Richardson Financial Services
Massachusetts
$39.4K +$19.7K +72 +100%
WT
873
Washington Trust
Rhode Island
$37.5K
BCMLT
874
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.2K
PWM
875
Provident Wealth Management
Tennessee
$36.6K +$1.1K +4 +3%

IWO Hedge Fund Activity: Q3 2024 in Review

964 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2024, worth a combined $8.64B — up 6.2% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new IWO positions and 35 closed out — a net gain of 72 holders — while 285 added to existing stakes and 303 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $70.5M. The largest seller was Strategic Financial Concepts, cutting an estimated $212M.

  • 964 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2024, up from 900 in Q2 2024.
  • Funds reported $8.64B of iShares Russell 2000 Growth ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 107 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2024 and 35 closed out, a net change of +72 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $70.5M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2024.